For Immediate Release


First State Trust Company Teams up with The Wealth Engineering Family of Companies
Orlando Florida, July 14, 2020 – The Wealth Engineering Family of Companies is pleased to announce its selection of First State Trust Company as its preferred provider of Delaware Trust Services for its network of over 2,100 wealth advisory firms.

“We are excited to include First State Trust Company as an exclusive provider within our Expert Sourcing Consortium,” said WE CEO and Managing Partner, Nick Gregory, ChWE, CEBA, ChCCA. Trust design utilizing Delaware trust statutes is an important element when consulting with successful families and their enterprise ecosystems; providing true wealth management – Wealth Engineering. The national presence and expertise of First State Trust Company make it a natural fit for our team.”

“We are honored and look forward to integrating our Portfolio of Trust Services into the WE Expert Sourcing Consortium.” said Jacqui Jenkins, Chief Fiduciary Officer of First State Trust Company.

With this announcement, the First State Trust Company joins an arsenal of best-of-breed expert sourcing firms to provide services to WE’s network of wealth management firms, investment and insurance advisors and attorneys across the nation. The result is the fusion of advanced knowledge, experience, services, and products with sound engineering principles to create a synchronized hub for family and business wealth building.

First State Trust Company (FSTC), with locations in Wilmington, Delaware and West Palm Beach, Florida, has been providing trust, custody, reporting and administrative services for more than 35 years. Formerly known as Citi Institutional Trust Company, our core business model is building strategic partnerships with Financial Advisors across the country, where we provide five star service supported by industry leading software – so that the advisor can concentrate on providing investment advice. Our solution is a partnership between the client, the client’s financial advisors, and our trust administration services team. FSTC works with the following types of personal trust clients: Irrevocable and Revocable Trusts, Delaware Directed Trusts, Asset Protection Trusts, Personal Foundations, Charitable Trusts & Family Offices. As a privately owned and independent trust company, we are only interested in serving the best interests of our clients and their beneficiaries. For additional information, visit https://www.fs-trust.com or Phone: 561-515-6156
 
The Wealth Engineering Family of Companies serves over 2,100+ wealth management, accounting, investment, insurance and law firms across the nation. WE helps these professionals harmonize with the wealth ecosystems of families and businesses through the organization’s WealthEngineering and OpenOption Practice Engineering Programs in coordination with its Consortium of Independent Expert Sourcing Firms. WE is also the governing body and grantor of the Chartered Wealth Engineer (ChWE) professional designation. For more information about The Wealth Engineering Family of Companies, visit theWEInstitute.com or call 407.878.3520.